Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Vilfordi is a financial advisor registered with Ameriprise Financial Services, LLC. Alex has been in the industry since 2011. Previously, Alex worked at UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Alex holds Series 6, 7, 63, and 66 licenses. Alex specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and corporations. Alex also offers educational seminars and publication of periodicals. Alex is registered in California, Colorado, Florida, Idaho, Louisiana, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Texas, Virginia, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/16/2018 - Present
Ameriprise Financial Services, LLC (DALLAS TX)
TX
08/26/2016 - 11/27/2018
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
10/01/2012 - 09/05/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
11/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 09/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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